Scrum Concepts for CPAs (Course Id 2871)

1. Who is this course for?
This course is intended for anyone needing Continuing Professional Education (CPE), particularly CPAs and accounting professionals who want to improve engagement management, workflow organization, and team coordination in tax, audit, and advisory environments.

2. What is this course about or what problem does this course solve?
This course teaches CPAs how to apply Scrum concepts to accounting workflows by breaking engagements into manageable phases, delivering work incrementally, conducting retrospectives, and prioritizing competing demands to improve workflow predictability, visibility, efficiency, and client communication.

3. Where can the knowledge from this course be used?
The knowledge from this course can be used in CPA firms and accounting departments across tax, audit, advisory, and other professional service engagements where teams must manage deadlines, client expectations, and complex workloads.

4. Why is this course important to a CPA or Accountant?
This course is important because it provides practical strategies for improving workflow efficiency, reducing rework, strengthening team coordination, managing competing priorities, and delivering consistent, high-quality client service while maintaining flexibility in demanding professional environments.

5. When is this course relevant or timely?
This course is relevant whenever CPAs and accountants face multiple client deadlines, busy-season pressures, increasing service complexity, or the need to improve engagement management and continuous improvement processes.

6. How is a course like this consumed or used?
This course is completed as a QAS Self-Study text-based CPE program in which participants review the course material independently and earn CPE credit by passing the final examination with a score of at least 70% within one year of purchase.

Scrum concepts provide CPA firms with a practical framework for improving how work is planned, executed, and refined in complex, deadline-driven environments. While Scrum is often associated with software development, its core ideas translate effectively into accounting workflows. As firms manage competing client demands, compressed timelines, and increasing service complexity, applying these concepts can help professionals create more structured and adaptable approaches to engagement delivery.

This course introduces CPAs to the practical application of Scrum concepts in tax, audit, and advisory environments. Participants will explore how breaking engagements into manageable phases and delivering work incrementally can improve visibility, reduce rework, and enhance client communication. The course also examines the role of retrospectives in driving continuous improvement, including how to conduct effective post-engagement reviews and turn lessons learned into actionable changes. In addition, participants will learn how to navigate competing priorities by distinguishing between urgent and important work, aligning efforts with client and firm value, and preventing priority overload during peak periods.

By the end of the course, participants will understand how Scrum-inspired practices can improve workflow predictability, strengthen team coordination, and support more effective engagement management. CPAs will gain practical strategies for delivering consistent, high-quality work while maintaining flexibility and control in demanding professional environments.

Course Learning Objectives

By the end of this course, participants will be able to: